July 27, 2010 | Morning Briefing |
There’s actually good news in the Citigroup numbers even if they have exposed one of the major flaws in the official stress test. Failing banks would need to raise just $20 billion in capital. That’s well short of the $75 billion that banks that failed the U.S. stress test needed to raise.
July 26, 2010 | Mid Term |
Before the financial crisis bank CEOs thought they had a very clear answer to what the best bank would be like. The bank these CEOs had in mind was about as far from Frank Capra’s Bailey Savings and Loan in It’s a Wonderful Life as possible.
July 26, 2010 | Stock Alerts |
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July 26, 2010 | You Might Have Missed |
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July 26, 2010 | Uncategorized |
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July 26, 2010 | Morning Briefing |
By gaining 23.58 points on Friday, the NASDAQ Composite closed above not just its 200-day moving average but also its July high of 2249.84.The next test is the June high at 2310. Then the current move has a chance to be more than just one of those 3-day bounces that have been so frustratingly frequent since April.
July 25, 2010 | Videos, You Might Have Missed |
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July 23, 2010 | Long Term |
Real estate prices in China are rising at an unsustainable rate but the bursting of a real estate bubble in China would claim very different victims and to very different degrees than the bursting of the U.S. bubble did.
July 19, 2010 | Morning Briefing |
We’re just a little bit more than a week into earnings season and already some themes have started to emerge from the numbers. Nothing definite. Call them “tendencies.” But I’m finding connections among the results—and the investor reaction to the results. No big theoretical drum roll. No grand theory of everything. Just some exploitable trends as I see them that are emerging from the second quarter earnings numbers.
July 19, 2010 | Mid Term |
Watching the stock market right now is like watching paint dry. Only not quite as exciting and with decidedly more side effects. The market as a whole doesn’t look like its going anywhere until October or so. It’s time to look for companies moving now to strengthen themselves later even if investors right now don’t care.
July 19, 2010 | Morning Briefing |
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July 16, 2010 | Stock Alerts |
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